Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
RAYMOND JAMES & ASSOCIATES | 22 | 22 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2018 | 22 |
Invesco Ltd. | 22 | 22 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q3 2018 | 22 |
BANK OF MONTREAL /CAN/ | 22 | 22 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2018 | 22 |
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 22 | 22 | 0.06% | 0.10% | 0.13% | Q2 2013 | Q3 2018 | 22 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 22 | 22 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2018 | 22 |
ALLIANCEBERNSTEIN L.P. | 22 | 22 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2018 | 22 |
BANK OF AMERICA CORP /DE/ | 22 | 22 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2018 | 22 |
WELLS FARGO & COMPANY/MN | 22 | 22 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2018 | 22 |
ROYAL BANK OF CANADA | 22 | 22 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2018 | 22 |
GOLDMAN SACHS GROUP INC | 14 | 1 | 0.00% | 0.00% | 0.00% | Q1 2012 | Q3 2018 | 21 |
FIFTH THIRD BANCORP | 20 | 20 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q3 2018 | 20 |
DEUTSCHE BANK AG\ | 19 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2018 | 20 |
BB&T SECURITIES, LLC | 11 | 9 | 0.00% | 0.02% | 0.04% | Q2 2013 | Q3 2018 | 20 |
CITIGROUP INC | 19 | 19 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2017 | 19 |
DUBUQUE BANK & TRUST CO | 14 | 5 | 0.00% | 0.01% | 0.01% | Q4 2013 | Q3 2018 | 19 |
FIRST TRUST ADVISORS LP | 19 | 19 | 0.01% | 0.05% | 0.10% | Q1 2014 | Q3 2018 | 19 |
Global X Management CO LLC | 19 | 19 | 0.08% | 0.13% | 0.28% | Q4 2013 | Q2 2018 | 19 |
PRINCIPAL FINANCIAL GROUP INC | 18 | 18 | 0.01% | 0.01% | 0.03% | Q2 2013 | Q3 2017 | 18 |
BlackRock Finance, Inc. | 11 | 7 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q3 2018 | 18 |
PNC FINANCIAL SERVICES GROUP, INC. | 15 | 3 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2018 | 18 |
UBS Group AG | 16 | 16 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2018 | 16 |
Spectrum Asset Management, Inc. | 11 | 5 | 0.05% | 0.15% | 0.79% | Q2 2013 | Q3 2017 | 16 |
Algebris Investments (UK) LLP | 16 | 16 | 1.61% | 3.09% | 6.67% | Q2 2013 | Q1 2017 | 16 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 15 | 15 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2016 | 15 |
MSI Financial Services Inc | 15 | 15 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q4 2016 | 15 |
COHEN & STEERS, INC. | 13 | 2 | 0.00% | 0.01% | 0.06% | Q2 2013 | Q2 2018 | 15 |
BlackRock Fund Advisors | 15 | 15 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q4 2016 | 15 |
LPL Financial LLC | 10 | 1 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q3 2018 | 14 |
Summit Financial Wealth Advisors, LLC | 14 | 14 | 0.23% | 0.32% | 0.41% | Q2 2015 | Q3 2018 | 14 |
SEI INVESTMENTS CO | 9 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q2 2018 | 13 |
DENVER INVESTMENT ADVISORS LLC | 13 | 13 | 0.08% | 0.22% | 0.30% | Q1 2015 | Q1 2018 | 13 |
GAM Holding AG | 13 | 13 | 0.04% | 0.16% | 0.46% | Q3 2014 | Q3 2017 | 13 |
JPMORGAN CHASE & CO | 9 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2017 | 12 |
QUALCOMM INC/DE | 12 | 12 | 0.06% | 0.13% | 0.20% | Q3 2013 | Q2 2016 | 12 |
BlackRock Group LTD | 12 | 12 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q2 2016 | 12 |
FLAHERTY & CRUMRINE INC | 12 | 12 | 1.77% | 2.06% | 2.41% | Q3 2013 | Q2 2016 | 12 |
BlackRock Investment Management, LLC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q2 2016 | 12 |
AMERICAN INTERNATIONAL GROUP, INC. | 12 | 12 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2016 | 12 |
MORGAN STANLEY | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2018 | 12 |
WEDBUSH SECURITIES INC | 11 | 11 | 0.03% | 0.04% | 0.06% | Q1 2016 | Q3 2018 | 11 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 8 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2018 | 11 |
Cambridge Investment Research Advisors, Inc. | 11 | 11 | 0.00% | 0.01% | 0.01% | Q1 2016 | Q3 2018 | 11 |
BLACKROCK ADVISORS LLC | 11 | 11 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q2 2016 | 11 |
Advisor Group, Inc. | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2018 | 10 |
MID CONTINENT CAPITAL LLC/IL | 10 | 10 | 0.17% | 0.24% | 0.40% | Q2 2013 | Q3 2015 | 10 |
REILLY FINANCIAL ADVISORS, LLC | 4 | 2 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q2 2018 | 9 |
Patriot Financial Group Insurance Agency, LLC | 9 | 9 | 0.00% | 0.10% | 0.15% | Q4 2016 | Q4 2018 | 9 |
GUGGENHEIM CAPITAL LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q1 2016 | 9 |
MANAGED ACCOUNT ADVISORS LLC | 9 | 9 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q2 2015 | 9 |
VERTEX ONE ASSET MANAGEMENT INC. | 9 | 9 | 0.06% | 0.07% | 0.10% | Q2 2013 | Q2 2015 | 9 |
Klingman & Associates, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2016 | 8 |
BOSTON PRIVATE BANK & TRUST CO | 8 | 8 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2015 | 8 |
AMERIPRISE FINANCIAL INC | 6 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2018 | 8 |
WESTPORT RESOURCES MANAGEMENT INC | 8 | 8 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q1 2015 | 8 |
PRELUDE CAPITAL MANAGEMENT, LLC | 7 | 1 | 0.00% | 0.01% | 0.01% | Q1 2013 | Q3 2018 | 8 |
IFP Advisors, Inc | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q4 2018 | 7 |
HUNTINGTON NATIONAL BANK | 6 | 1 | 0.00% | 0.00% | 0.00% | Q1 2009 | Q4 2017 | 7 |
State of New Jersey Common Pension Fund D | 7 | 7 | 0.01% | 0.01% | 0.01% | Q3 2016 | Q1 2018 | 7 |
BROWN BROTHERS HARRIMAN & CO | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q3 2018 | 7 |
North Star Investment Management Corp. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q4 2018 | 7 |
AE Wealth Management LLC | 7 | 7 | 0.01% | 0.03% | 0.05% | Q1 2017 | Q3 2018 | 7 |
PineBridge Investments, L.P. | 7 | 7 | 0.44% | 0.91% | 1.18% | Q1 2017 | Q3 2018 | 7 |
US BANCORP \DE\ | 4 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q3 2018 | 6 |
BOOTHBAY FUND MANAGEMENT, LLC | 6 | 6 | 0.02% | 0.04% | 0.06% | Q1 2017 | Q2 2018 | 6 |
MILLENNIUM MANAGEMENT LLC | 2 | 1 | 0.01% | 0.02% | 0.04% | Q3 2013 | Q2 2017 | 6 |
Avior Wealth Management, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2018 | 6 |
Allworth Financial LP | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q3 2018 | 6 |
UBS AG | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2014 | 6 |
WealthTrust-Arizona, LLC | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2017 | Q3 2018 | 6 |
Covington Capital Management | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2017 | Q3 2018 | 5 |
YorkBridge Wealth Partners, LLC | 4 | 1 | 0.00% | 0.03% | 0.05% | Q2 2017 | Q3 2018 | 5 |
D.A. DAVIDSON & CO. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2014 | 5 |
Proficio Capital Partners LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2018 | 5 |
Alpha Cubed Investments, LLC | 4 | 1 | 0.03% | 0.05% | 0.06% | Q2 2015 | Q3 2018 | 5 |
Sonora Investment Management, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2018 | 5 |
EATON VANCE MANAGEMENT | 5 | 5 | 0.01% | 0.03% | 0.05% | Q2 2014 | Q2 2015 | 5 |
Graticule Asia Macro Advisors LLC | 5 | 5 | 0.02% | 0.04% | 0.06% | Q1 2015 | Q1 2016 | 5 |
Weiss Asset Management LP | 5 | 5 | 0.04% | 0.05% | 0.10% | Q3 2017 | Q3 2018 | 5 |
FMR LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q1 2015 | 4 |
Virtu KCG Holdings LLC | 2 | 1 | 0.00% | 0.01% | 0.01% | Q1 2015 | Q3 2016 | 4 |
MYCIO WEALTH PARTNERS, LLC | 3 | 1 | 0.00% | 0.01% | 0.01% | Q3 2015 | Q3 2016 | 4 |
Creative Planning | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q1 2017 | 4 |
Intellectus Partners, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q3 2017 | 4 |
Fortress Investment Group LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q2 2014 | Q3 2015 | 4 |
Avestar Capital, LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2018 | 4 |
P SCHOENFELD ASSET MANAGEMENT LP | 4 | 4 | 0.01% | 0.26% | 0.45% | Q3 2013 | Q2 2014 | 4 |
MAVERICK CAPITAL LTD | 3 | 3 | 0.01% | 0.01% | 0.02% | Q3 2013 | Q1 2014 | 3 |
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 3 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 2 | 1 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q4 2018 | 3 |
Watershed Asset Management, L.L.C. | 3 | 3 | 1.16% | 1.78% | 2.76% | Q4 2013 | Q2 2014 | 3 |
BARCLAYS PLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q1 2014 | 3 |
Kelman-Lazarov, Inc. | 3 | 3 | 0.01% | 0.01% | 0.02% | Q1 2016 | Q3 2016 | 3 |
ENVESTNET ASSET MANAGEMENT INC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q2 2018 | 3 |
Manchester Capital Management LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q3 2018 | 3 |
M&T BANK CORP | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q1 2014 | 3 |
Stratos Wealth Partners, LTD. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2018 | 3 |
BESSEMER GROUP INC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q4 2016 | 3 |
LASRY MARC | 3 | 3 | 0.04% | 0.04% | 0.05% | Q4 2013 | Q2 2014 | 3 |
PRIVATE TRUST CO NA | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2013 | Q3 2013 | 3 |
Citadel Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2018 | 2 |
Simplicity Solutions, LLC | 2 | 2 | 0.02% | 0.02% | 0.03% | Q4 2017 | Q1 2018 | 2 |
KMS FINANCIAL SERVICES, INC | 2 | 2 | 0.07% | 0.07% | 0.07% | Q2 2014 | Q3 2014 | 2 |
MGO ONE SEVEN LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2017 | Q1 2018 | 2 |
Krilogy Financial LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q3 2016 | Q3 2018 | 2 |
Icon Wealth Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q2 2018 | 2 |
Windsor Capital Management, LLC | 2 | 2 | 0.07% | 0.08% | 0.08% | Q2 2013 | Q3 2013 | 2 |
Partnervest Advisory Services LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2014 | Q2 2014 | 2 |
COMMONWEALTH EQUITY SERVICES, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2018 | 2 |
Carlson Capital, L.P. | 2 | 2 | 0.30% | 0.33% | 0.36% | Q4 2013 | Q1 2014 | 2 |
Commonwealth Equity Services, Inc | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2017 | 2 |
FLOW TRADERS U.S. LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q2 2014 | Q3 2016 | 2 |
REGIONS FINANCIAL CORP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2018 | 2 |
BB&T INVESTMENT SERVICES, INC. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q4 2017 | 2 |
M&R CAPITAL MANAGEMENT INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2018 | 2 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2013 | 2 |
EJF Capital LLC | 2 | 2 | 1.22% | 2.04% | 2.85% | Q2 2013 | Q3 2013 | 2 |
Bogart Wealth, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q3 2018 | 2 |
B. Riley Wealth Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.01% | Q2 2014 | Q4 2014 | 2 |
Brand Asset Management Group, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q2 2018 | 1 |
FIRST HAWAIIAN BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
INTEGRATED WEALTH COUNSEL, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2016 | 1 |
BLAIR WILLIAM & CO/IL | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Paulson Wealth Management Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2017 | Q4 2017 | 1 |
Paulson & Co. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
Heritage Trust Co | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q1 2017 | 1 |
Formidable Asset Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2015 | Q3 2015 | 1 |
Claro Advisors LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2018 | Q4 2018 | 1 |
CREDIT SUISSE AG/ | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2013 | Q1 2013 | 1 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
SIGNATUREFD, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2013 | 1 |
WEATHERLY ASSET MANAGEMENT L. P. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2014 | Q2 2014 | 1 |
Edge Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
RWA WEALTH PARTNERS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
PACIFIC FINANCIAL GROUP INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q4 2014 | 1 |
JANE STREET GROUP, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
Steward Partners Investment Advisory, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
EP Wealth Advisors, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2016 | Q3 2016 | 1 |
CALTON & ASSOCIATES, INC. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2017 | Q4 2017 | 1 |
American Portfolios Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Mirae Asset Global Investments Co., Ltd. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2018 | Q3 2018 | 1 |
SEGALL BRYANT & HAMILL, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2018 | Q2 2018 | 1 |
First Horizon Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2017 | 1 |
Evercore Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2013 | 1 |
VICTORY CAPITAL MANAGEMENT INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2013 | 1 |
STIFEL FINANCIAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
ROCKEFELLER FINANCIAL SERVICES INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2017 | 1 |
Whitnell & Co. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
ALGEBRIS (UK) LTD | 1 | 1 | 0.78% | 0.78% | 0.78% | Q2 2017 | Q2 2017 | 1 |
External links
This page lists all the filers that currently own ROYAL BK SCOTLAND GROUP PLC or have owned ROYAL BK SCOTLAND GROUP PLC in the past.